Insurance Sales Representative
3 weeks ago
Job Description
We are seeking an experienced sales representative to join our team at Lind Insurance Agency Inc. in Houston, Texas. As an Insurance Sales Producer, you will be responsible for selling insurance products to customers using phone, email, and video conferencing. Your primary goal will be to understand customers' needs and offer products that can help them achieve their personal goals.
Key Responsibilities:
* Meet new business production goals and objectives as established.
* Develop insurance quotes, make sales presentations, and close sales.
* Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
* Process customer policy change requests.
* Secure all Trailing Documents from customers.
* Handle all incoming claim calls from customers and follow-up.
* Complete Evidence of Insurance requests.
* Immediately greet all customers, entering the office, in a friendly and helpful manner.
* Take premium payments from customers.
* Treat each customer contact as a cross and up-sell opportunity including financial products.
* Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
* Answer incoming phone calls on the first ring.
* Return all phone messages promptly.
* Share training and education knowledge and expertise with team members.
* Thoroughly understand and follow all underwriting, rating and compliance requirements.
* Maintain knowledge of new products and services.
* Prospecting and generating new business through leads & referral sources.
* Generating insurance quotes.
* Provide exceptional customer service and support.
* Be outstanding at relationship building.
* Develop and maintain client relationships.
* Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.
* Grow sales revenue by utilizing phone, email and potential client lists.
Requirements:
* Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
* Possess an upbeat, positive and enthusiastic attitude.
* Be a great self-starter with a sense of urgency.
* Create relationships from a cold start.
* Proficiency to multi-task, follow-thru and follow-up.
* Excellent Communication/interpersonal skills.
* Prior Sales Experience.
* Must be highly self-motivated.
* Professional phone etiquette.
* Career minded vision.
* Follow through and exceed current and prospective client expectations.
* Great Customer Service Skills.
* Problem-Solving Capabilities.
* Works well with other employees and is a team player with a positive attitude.
* A Property & Casualty insurance license is required.
* A Life & Health Insurance license is required.
* Bilingual, fluent in both English and Spanish is beneficial.
* No insurance experience required but must be willing to learn
* Ability to take initiative, be proactive, and think outside the box.
* Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.
* Ability to lead and motivate others, set a good example, and inspire others.
* Ability to identify and solve problems, think critically, and make decisions quickly.
Benefits:
* Annual Base Salary + Commission + Bonus Opportunities
* Life Insurance
* Mon-Fri Schedule
* Career Growth Opportunities
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